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Home > Institutional Investor > Silverlake Wealth Management Llc > Profile

Instuitional Investor - Silverlake Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Silverlake Wealth Management Llc
Portfolio Value $181,404,856
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 40,075 $15,069,699 8.3%
2.
Apple Inc.
 AAPL 53,951 $10,387,111 5.72%
3.
Procter & Gamble Co
 PG 37,067 $5,431,822 2.99%
4.
International Business Machines Corp
 IBM 24,127 $3,945,922 2.17%
5.
Johnson & Johnson
 JNJ 24,147 $3,784,738 2.08%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)